LegalTeam's Net Worth for January 2023


Assets Value Change ($) Change (%)
Cash $300,950 ($9,803) (3.15%)
Stocks & Crypto $52,484 $6,559 14.28%
Company Stock & Options $274,478 $172,329 168.70%
Annuities Whole Life $349,066 $2,303 0.66%
Retirement $3,375,050 $250,940 8.03%
529 Accounts $317,266 $22,758 7.73%
Home $2,500,000 - -
Beach House $0 - -
$7,169,294 $445,086 6.62%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,724,422 ($3,976) (0.23%)
Beach House Mortgage $0 - -
Credit Cards $0 - -
Total Debts $1,724,422 ($4,580) (0.26%)
Net Worth $5,444,872 $449,666 9.00%
*All values shown in USD ($)
Notes:
Bonds = value of vested company stock & options
Other assets = 529 accounts
Stocks = Brokerage and Cryptocurrency
House updated to include basis, below Zillow value
Cash is net of credit card and personal loan debt. If Credit Card debt is a positive number (and cash = 0), such debt exceeds current cash on hand.
Other debts = loans against life insurance

$1M NW at age 40; $2M NW at age 43; $3M NW at age 45; $4M NW at age 46; $5M NW at age 47

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